Files
help365/platform/contract-settings.html
2025-05-27 21:32:35 +04:00

186 lines
19 KiB
HTML
Raw Blame History

This file contains invisible Unicode characters

This file contains invisible Unicode characters that are indistinguishable to humans but may be processed differently by a computer. If you think that this is intentional, you can safely ignore this warning. Use the Escape button to reveal them.

<!DOCTYPE html>
<html lang="en">
<head>
<title>Contract settings</title>
<meta name="generator" content="Help+Manual" />
<meta name="keywords" content="" />
<meta http-equiv="Content-Type" content="text/html; charset=UTF-8" />
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<meta name="description" content="In contract settings, you add source apps and create properties, define access rights, customize the contract name, and so&nbsp;on." />
<meta name="picture" content="" />
<meta property="og:type" content="website" />
<meta property="og:title" content="Full documentation for BRIX365 platform. Low-code developer guide. User guide. Admin guide. Developer guide." />
<meta property="og:url" content="https://brix365.com/en/help" />
<meta property="og:image" content="" />
<link rel="icon" href="favicon.png" type="image/png" />
<link href="https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700&display=swap" rel="stylesheet" />
<link rel="stylesheet" href="./jquery-ui.min.css" />
<link rel="stylesheet" href="default.css" />
<link rel="stylesheet" href="./search-yandex.css" />
<link rel="stylesheet" href="./article.css" />
<link rel="stylesheet" href="./glossary.css" />
<link rel="stylesheet" href="./theme.css" />
<script type="text/javascript" src="jquery.js"></script>
<script type="text/javascript" src="helpman_settings.js"></script>
<script type="text/javascript" src="helpman_topicinit.js"></script>
<script type="text/javascript" src="highlight.js"></script>
<script type="text/javascript">
$(document).ready(function(){highlight();});
</script>
</head>
<body>
<script>!function(e,t,c,n,r,a,m){e.ym=e.ym||function(){(e.ym.a=e.ym.a||[]).push(arguments)},e.ym.l=1*new Date;for(var s=0;s<document.scripts.length;s++)if(document.scripts[s].src===n)return;a=t.createElement(c),m=t.getElementsByTagName(c)[0],a.async=1,a.src=n,m.parentNode.insertBefore(a,m)}(window,document,"script","https://mc.yandex.ru/metrika/tag.js"),ym(83179930,"init",{clickmap:!0,trackLinks:!0,accurateTrackBounce:!0,webvisor:!0})</script><noscript><div><img alt=""src=https://mc.yandex.ru/watch/83179930 style=position:absolute;left:-9999px></div></noscript>
<header class="header elma-365">
<div class="container">
<a class="header__logo" href="https://brix365.com/en/help">
<img src="./logo-en.svg" alt="header logo">
</a>
<!-- <div class="hero__search-form" id="search-panel">
<form class="search-form" onsubmit="ym(83180416,'reachGoal','poisk')">
<label class="search-form__label">
<span id="reset-search" class="search__icon"></span>
<input class="search-form__input" type="text">
</label>
<input class="search-form__submit" type="submit" value="Submit">
</form>
</div> -->
<div class="hero__search-form" id="search-panel"> <form class="search-form"> <label class="search-form__label"> <span id="reset-search" class="search__icon"></span> <input class="search-form__input" type="text"> </label> <input class="search-form__submit" type="submit" value="Submit"> </form> </div>
<div class="hero__search">
<a href="#" id="search-icon" class="hero__search-icon">
<img src="search-icon-white.svg" alt="search string">
</a>
<a href="#" id="side-menu-icon" class="hero__side-icon">
<img src="side_menu.svg" alt="side menu">
</a>
</div>
<div class="header__navi">
<ul class="header__list"><li><span class="solution-select"><span class="solution-select__selected"></span><svg width="7" height="4" viewBox="0 0 7 4" fill="none" xmlns="http://www.w3.org/2000/svg"><path d="M1 1L3.5 3.5L6 1" stroke="white" stroke-linecap="round" stroke-linejoin="round"/></svg><ul class="solution-select__list"><li><a class="project-link" href="https://brix365.com/en/help/platform/get-trial.html">Platform</a></li><li><a class="project-link" href="https://brix365.com/en/help/ecm/ecm-functions.html">ECM</a></li><li><a class="project-link" href="https://brix365.com/en/help/crm/crm_overview.html">CRM</a></li><li><a class="project-link" href="https://brix365.com/en/help/service/service-functions.html">Service</a></li><li><a class="project-link" href="https://brix365.com/en/help/projects/projects-functions.html">Projects</a></li><li><a class="project-link" href="https://brix365.com/en/help/business_solutions/-elma365-store.html">Business Solutions</a></li></ul></span></li><li><a href="https://api.brix365.com/en/" target="_blank">API</a></li><li><a href="https://tssdk.brix365.com/" target="_blank">SDK</a></li></ul>
</div>
</div>
</header>
<main class="main container">
<aside class="sidebar" id="sidebar">
<div class="sidebar__header">
<a class="header__logo" href="https://brix365.com/en/help">
<img src="./logo-light-en.svg">
</a>
<span class="sidebar__close elma-365-close" id="close"></span>
</div>
<div class="sidebar__wrapper" id="side-menu">
</div>
</aside>
<article class="article" id="article">
<div class="article-inner">
<div class="content">
<header class="article__header">
<div class="article__bread" style="display:flex; gap:10px;">
<span id="subcategory" class="search-res__item-category search-res__item-category_subcategory subcategory article__badge"></span>
<div class="topic__breadcrumbs">
<p>Low-code designer &gt; <a href="contract.html">Contract</a> / Contract settings</p>
</div>
</div>
<div class="topic__title"><h1 class="p_Heading1"><span class="f_Heading1">Contract settings</span></h1>
</div>
</header>
<section class="article__content">
<div class="scroll-top-inner">
<a href="#h1-article" class="scroll-top"></a>
</div>
<!-- Placeholder for topic body. -->
<p style="line-height: 1.20; margin: 0 0 11px 0;"><span style="font-family: 'Times New Roman',Times,Georgia,serif;">In contract settings, you add source apps and create properties, define access rights, customize the contract name, and so on.</span></p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p style="line-height: 1.20; margin: 7px 0 7px 0;"><span style="font-family: 'Times New Roman',Times,Georgia,serif;">Only users included in the </span><span style="font-family: 'Times New Roman',Times,Georgia,serif; color: #0000ff;"><a href="360006871932.html#administrator" class="topiclink">Administrators</a></span><span style="font-family: 'Times New Roman',Times,Georgia,serif;"> group can make changes to contract settings.</span></p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание</span></p>
<p style="line-height: 1.20; margin: 0 0 11px 0;"><span style="font-family: 'Times New Roman',Times,Georgia,serif;">To access the contract settings menu, click on the gear icon next to the contract name and select the desired item:</span></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: 'Times New Roman',Times,Georgia,serif; font-weight: bold;">Access Settings</span><span style="font-family: 'Times New Roman',Times,Georgia,serif;">. By default, access permissions for each contract item are inherited from the rights set in its source apps. Additionally, you can restrict access for the contract and its items. Read more about this in the </span><span style="font-family: 'Times New Roman',Times,Georgia,serif; color: #0000ff;"><a href="360007527512.html" class="topiclink">Access to app data</a></span><span style="font-family: 'Times New Roman',Times,Georgia,serif;"> article.</span></li><li style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: 'Times New Roman',Times,Georgia,serif; font-weight: bold;">Source Settings</span><span style="font-family: 'Times New Roman',Times,Georgia,serif;">. Add </span><span style="font-family: 'Times New Roman',Times,Georgia,serif; font-style: italic;">sources</span><span style="font-family: 'Times New Roman',Times,Georgia,serif; font-style: italic; font-weight: bold;"> </span><span style="font-family: 'Times New Roman',Times,Georgia,serif;">to the contract, i. e. select from existing ones or create apps whose items will be shown on the contract page. On this page, you can also match the contract fields with the fields of the added source. Read more about this in the </span><span style="font-family: 'Times New Roman',Times,Georgia,serif; color: #0000ff;"><a href="add-contract-source.html" class="topiclink">Add a source app</a></span><span style="font-family: 'Times New Roman',Times,Georgia,serif;"> article.</span></li><li style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: 'Times New Roman',Times,Georgia,serif; font-weight: bold;">Contract Fields</span><span style="font-family: 'Times New Roman',Times,Georgia,serif;">. View existing contract fields and create new properties. Fields with the same </span><span style="font-family: 'Times New Roman',Times,Georgia,serif; color: #0000ff;"><a href="360009707032.html" class="topiclink">types </a></span><span style="font-family: 'Times New Roman',Times,Georgia,serif;">as each of its source apps must be added to the contract. Otherwise, it will not be possible to connect the app to the contract. Read more about this in the </span><span style="font-family: 'Times New Roman',Times,Georgia,serif; color: #0000ff;"><a href="set-up-contract-fields.html" class="topiclink">Work with contract fields</a></span><span style="font-family: 'Times New Roman',Times,Georgia,serif;"> article.</span></li><li style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: 'Times New Roman',Times,Georgia,serif; font-weight: bold;">Contract Settings</span><span style="font-family: 'Times New Roman',Times,Georgia,serif;">. Managing contract settings is similar to managing </span><span style="font-family: 'Times New Roman',Times,Georgia,serif; color: #0000ff;"><a href="360007708691.html" class="topiclink">app settings</a></span><span style="font-family: 'Times New Roman',Times,Georgia,serif; color: #394149;">. </span><span style="font-family: 'Times New Roman',Times,Georgia,serif;">You can change the contract name and its icon in the left menu, add a description, select the mode of displaying records in the search bar, etc., and </span><span style="font-family: 'Times New Roman',Times,Georgia,serif; color: #0000ff;"><a href="enable-mass-actions.html" class="topiclink">enable bulk actions with items</a></span><span style="font-family: 'Times New Roman',Times,Georgia,serif; color: #394149;">.</span></li><li style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: 'Times New Roman',Times,Georgia,serif; font-weight: bold;">Access to Contract</span><span style="font-family: 'Times New Roman',Times,Georgia,serif;">. Identify the user groups for which the contract will be displayed in the left menu of the section in which it is created. They will be able to view the contract page and work with the contract items. Access settings are configured in the same way as for system apps. Read more about this in the </span><span style="font-family: 'Times New Roman',Times,Georgia,serif; color: #0000ff;"><a href="360009919211.html" class="topiclink">Access to an app</a></span><span style="font-family: 'Times New Roman',Times,Georgia,serif;"> article.</span></li><li style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: 'Times New Roman',Times,Georgia,serif; font-weight: bold;">API</span><span style="font-family: 'Times New Roman',Times,Georgia,serif;">. Use API methods to create, edit, or retrieve data from items added to a contract with a single request. It is done in the same way as with </span><span style="font-family: 'Times New Roman',Times,Georgia,serif; color: #0000ff;"><a href="360009921431.html" class="topiclink">API in apps</a></span><span style="font-family: 'Times New Roman',Times,Georgia,serif;">. Read more about API methods in </span><span style="font-family: 'Times New Roman',Times,Georgia,serif; color: #0000ff;"><a href="https://api.brix365.com/en/" target="_blank" class="weblink">BRIX Web API</a></span><span style="font-family: 'Times New Roman',Times,Georgia,serif;">.</span></li></ul>
<div class="bottom-nav">
<a id="prev-link" class="topic__navi_prev" href="create-contract.html">
<span class="bottom-nav__arrow bottom-nav__arrow--prev"></span> <span
class="bottom-nav__link">create-contract.html</span>
</a>
<a id="next-link" class="topic__navi_next" href="add-contract-source.html">
<span class="bottom-nav__link">add-contract-source.html</span> <span
class="bottom-nav__arrow bottom-nav__arrow--next"></span>
</a>
</div>
<!-- добавляет на страницу строку блок Была ли статья полезной? -->
<div class="feedback" id="feedback"><div class="feedback-help"><span><b>Was this helpful?</b></span><form action="" method="POST" class="feedback-form" id="feedback-form"><div class="feedback__popup feedback__popup-response" id="feedback__popup_thx" style="display: none;">Thanks for your feedback!</div><div class="feedback__popup" id="feedback__popup_why" style="display: none;"><div class="feedback__popup-header">Please specify why:</div><input type="radio" name="category" id="bad_recommendation" value="bad_recommendation"><label for="bad_recommendation">Recommendations did not help me</label><input type="radio" name="category" id="difficult_text" value="difficult_text"><label for="difficult_text">Article is hard to understand</label><input type="radio" name="category" id="no_answer" value="no_answer"><label for="no_answer">Didn`t answer my question</label><input type="radio" name="category" id="bad_header" value="bad_header"><label for="bad_header">Content does not match the topic</label><input type="radio" name="category" id="other_reason" value="other_reason"><label for="other_reason">Other</label></div><div class="feedback__popup" id="feedback__popup-other" style="display: none;"><div class="feedback__popup-header">How we can improve it?</div><textarea class="feedback__textarea" name="other" id=""></textarea><input type="submit" class="feedback__other-btn" value="Submit"></div><div class="feedback-form__btn-group"><input type="radio" name="useful" id="feedback__useful_yes" value="true"><label for="feedback__useful_yes"><img src="like.svg" class="small-img" alt="like"><spanclass="feedback-form__btn-group_yes-btn">Yes</spanclass="feedback-form__btn-group_yes-btn"></label><input type="radio" name="useful" id="feedback__useful_no" value="false"><label for="feedback__useful_no"><img src="dislike.svg" class="small-img" alt="dislike"><spanclass="feedback-form__btn-group_no-btn">No</spanclass="feedback-form__btn-group_no-btn"></label></div><select name="category"><option disabled="">Please specify why</option><option value="bad_recommendation" selected="">Recommendations did not help me</option><option value="difficult_text">Article is hard to understand</option><option value="no_answer">Didn`t answer my question</option><option value="bad_header">Content does not match the topic</option><option value="other_reason">Other</option></select><input type="submit"></form></div><div class="found_typo"><p style="margin: 0px; margin-top: 16px !important;"><span><b>Found a typo?</b></span> Select it and press <i>Ctrl+Enter</i> to send us feedback</p></div></div>
</section>
</div>
<aside class="article__sidebar" style="display:none">
<input type="checkbox" />
<div class="article__arrow"></div>
<div class="table-of-contents elma365-right" id="toc2Content">
<h3 class="h3-toc">In this topic</h3>
<nav id="toc2"></nav>
</div>
</aside>
</div>
</article>
</main>
<footer class="footer">
<div class="footer-container">
<div class="footer-mobile">
<ul class="footer-mobile__list"><li><a href="https://brix365.com/en/" target="_blank">BRIX</a></li><li><a href="https://tssdk.brix365.com/en/latest/" target="_blank">SDK</a></li><li><a href="https://api.brix365.com/en/" target="_blank">API</a></li></ul><ul class="footer-mobile__list"><li><a href="https://brix365.com/en/help/platform/get-trial.html">Platform</a></li><li><a href="https://brix365.com/en/help/ecm/ecm-functions.html">ECM</a></li><li><a href="https://brix365.com/en/help/service/service-functions.html">Service</a></li><li><a href="https://brix365.com/en/help/projects/projects-functions.html">Projects</a></li></ul>
</div>
<div class="footer-wrap">
<div><span class="mobile-question-popup">Send feedback</span><form method="POST" action class="question__popup question-xs" id="question__popup"><div class="question-wrap"><span class="close"></span><span class="title">Ask a question</span><label for="help_question" style="display: none;"></label><textarea name="help_question" id="help_question"></textarea><input type="submit" value="Send"></div></form><div class="hidden fade-in question-success-xs">Sent</div></div>
<div class="footer-flex-b">
<span class="footer-copy">&copy; 2025 BRIX</span>
<ul class="footer-list">
<li class="footer-item">
<a href="#" class="arrow-top" style="display: block;"></a>
</li>
</ul>
</div>
</div>
</div>
</footer>
<iframe name="hmnavigation" style="display:none!important"></iframe>
<script src="./jquery-ui.js"></script>
<!--script src="//cdn.jsdelivr.net/npm/featherlight@1.7.14/release/featherlight.min.js" type="text/javascript" charset="utf-8"></script-->
<script src="./jquery.tocify.min.js"></script>
<script src="./TypoReporter.min.js"></script>
<script src="./google-search.js"></script>
<script src="./main.js"></script>
</body>
</html>